The

Venture Catalyst

A Presentation
Regarding:
Rapid Improvement:
•Expanding your markets,
•Retaining your customers &
• Improving your operations

Alex Rogo Ventures LLC

& City Capital Advisors LLC
Getting to the Next Level

“Is it inevitable that a business will reach the

end of its lifespan . . . could it happen to your
venture?”

We hear this question often. Understanding the “Life

Cycle” of a business/venture is critical to being able to
expand, retain customers and improve operations.
Being able to see the trees from the forest and knowing
how to manage the constraints that are inherent to be
the key to your success and future growth.

Businesses do not need to die, they need to constantly

transform themselves and stay in the prime of life.

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 Introduction
Alex Rogo Ventures LLC

William Hoefle
Richard C. Putz
David B. Benjamin
 Our Focus
 Alex Rogo Ventures LLC is a corporate revitalization and venture catalyst firm
focused on rapid operational and financial improvement. We are venture
catalyst – we are financial and operational experts who know how to get real
results in the real world

 Alex Rogo Ventures LLC partners with City Capital Advisors LLC, an investment
and merchant banking financial advisory firm that serves global 2000 companies,
Introduction to Alex Rogo Ventures LLC

middle market businesses and their owners

 Our principals and associates each have from 15 to 30 + years of experience in

business – both in executive (C-Level) management positions as well as in interim
CFO, COO and restructuring officer positions. They have been CEOs, CFOs,
executive managers, directors, board members, plant managers, professors,
accountants, auditors, marketing directors, strategists. We have a life time of
experience. We have met the good, the bad and the ugly face to face throughout
our careers. We know how to over come obstacles and drive towards increased
profitability.

 Our team goes beyond advising and takes their knowledge and experience to the
heart of the matter to drive rapid execution of operational and financial
performance.

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Evolution of the Solution

1. T, I and OE Factor SM
Assessment
• Logical, Effect-Cause-Effect approach to
developing root causes from seemingly
unrelated symptoms
• Development of integrated implementation
plan
– Key Areas of Focus:
» Operations
» Finance
» Sales and Marketing

1. Execution of Implementation Plan

• Time boxed
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5
Our Rapid
Approach
Strategy &
Consensus Logistical
Process
Change
Requirements

DBR
(Drum-Buffer-Rope)
T, I & OE
Factor CCPM Finance &
Metrics
Diagnostic (Critical Chain Project Change
1- Management)
Requirements

Day Set Strategy –

Replenish Technolog
(Distribution) y Selection
Overview Determine First &
significant organizational
constraint – first
Marketing Technology
Change
Integration
(Unrefusable Offers)
application requirement Requirements
identified. Supply Strategic
(Supply Chain & Vendor Thinking
offers) Tools
People & Tactical
Thinking Thinking
Process Tools
Requirements

Emergency
Situations – straight to an
immediately required application
Holistic Check-
up (turning the wheel
of continuous
improvement)
© copyright CMG, 2001
6
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Prime: Sustainable Competitive Advantage

In marketing and
strategic management, prime s
ustainable competitive advantage
is an advantage that one
company has relative to competing
companies. The source of the
advantage can be something the
company does that is distinctive
and difficult to replicate, also know
as a competitive best practice,
for example P&G' ability to derive
superior consumer insights and
implement them in managing its
brand portfolio.

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 SAMPLE RESULTS
Cause/Effect of Alex Rogo LLC

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Grand Rapids Spring & Wire – Grand Rapids, MI
Industry Segment: Automotive

Category Results
Revenue Increased 100%

Inventory on had Decreased 30%

On-time Delivery From 60% to 95%

Other Cost of quality dropped from 6% to <

3.5%

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Kent Moore Cabinets – Bryan, TX
Industry Segment: Furniture

Category Results
Revenue Increased 15%

Operating Expenses Decreased 22%

Net Profit Increased to 4x industry average

Lead-Times From 40 hours to 8 hours (80%

improvement)

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1010
Federal Mogul Corporation– Detroit, MI
Industry Segment: Automotive

Category Results
Revenue Increased 20%

Inventory Decreased 50%

Operating Expense Decreased 11%

Net Profit Increased 140%

Lead-Times From 90 days to 3-15 days (85%

improvement)

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1111
Rockland Manufacturing– Bedford, PA
Industry Segment: Automotive

Category Results
Revenue Increased 25%

Inventory Decreased 35%

On-time Delivery > 99%

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The Bell Group– Albuquerque, NM
Industry Segment: Industrial Machinery

Category Results
Revenue Increased 100%

Net Profit Increased 300%

Lead-Times Decreased by 28%

Manufacturing Throughput Increased 40%

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LeTourneau, Inc.– Houston, TX
Industry Segment: Oil & Gas

Category Results
Revenue Increased 14%

Overtime Decreased 5%

Average Lead-Time Reduced by 50%

Reliability Increased from 67% to 87%

On-Time Delivery > 90%

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Sample Listing of Other Clients

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Our Team
Many years of experience as practitioners by…

 Proven success in executive & line management

responsibilities
 Superior industry- and operational expertise
 Acting as Venture Catalyst: Driver and Coordinator for
 Performance Management  Sales / Marketing
improving
 Revitalization / Reengineering  Operations
 Finance  Production / Maintenance
 M&A, Private Equity  Logistics / Services

 Our commitment to actions and guidance

 Utilizing an extensive network of experts

… qualifies us to creating value within your

company.

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Richard C. Putz

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
C-bridge (Public International Chief Strategy •Business
Co) Software & Officer Transformation
Excelon Inc (Public Systems Chief Financial
Integration Firm.
•Sales & Marketing
Co) Officer
Strategy
EVP of Marketing
•Organizational
Development
Oracle Corporation International VP of Strategy •Business Process
Software Company Central US Director Value Creation
of Financial
Services •Compliance &
Governance
Security Federal Retail & Mortgage CEO/President
Bank & Trust Banking •Policy
(Public Co) Management &
Creation
PricewaterhouseC International Partner/Director
oopers Audit, Tax, and •Finance &
Laventhol & Advisory Services Transparency
Horwath Firm
International Regional Director
Landau & Shopping Center Core Competence:
Shopping Center
Heyman Developer and Manager Problem Solving
Management Company Marketing Director
Process 17
Performance
David B. Benjamin

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
CEO Capital LLC Boutique Advisory Co-Founder •Business Process
Firm focused on Optimization
entrepreneurial
companies
•Organization
Technology Public Technology President Design and
Solutions and Management Alignment
Company Consulting Firm
•Program/Project
Charter Consulting Operational Founder and CEO Leadership
Strategy
Consulting Firm
Core Competence:
Ernst & Young LLP International Partner Professional Firm
Audit, Tax, and Leadership
Advisory Services
Firm Enterprise Value
McKinsey & Co Global Partner Maximization
Management
Consulting Firm Strategy
Development and
Arthur Andersen & Predecessor to Manager Implementation
Co. Accenture

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William Hoefle

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION
Management POSITION •Business Transformation
Consulting
•Product Development
Execution
Education •Operations & Supply
The Goal Institute Education Partner / Director Chain Specialist
Coaching •Sales & Marketing
Time-shared CFO Strategy
and COO for
Management •Organizational
clients.
Consulting Development
Avraham Y. Execution •Real-time financial
Executive Director controls, metrics, and
Goldratt Institute Education
Education dashboard development
Coaching •Business Process Value
Management
Avraham Y. Consulting Creation
Director
Goldratt Institute Execution Education •Financial & Operational
Education Coaching Turnaround
Associate Faculty – Core Competence:
Indiana University Big 10 University Business &
Problem Solving
Economics
Strategic Planning
Hibbard Brown & Stock Broker Process Performance
Brokerage Firm Enhancements.
Associates (Series 7 & 63)

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Geary W. Sikich
PROFESSIONAL CAREER STRENGTHS
COMPANY DESCRIPTION POSITION
Logical Crisis •Principal •General Management
Management Management, (worldwide P&L)
Systems, Corp. Business •Enterprise assurance
Continuity, •Strategic mapping
Management •Crisis management,
Advisory continuity and disaster
PriceWaterhouseCoo Services.
Management •Senior Manager recovery planning
pers, LLP Locations in USA,
Advisory •Impact-based planning
Europe
Services

Detroit Edison Electric Utility •Manager Core Competence:

Strategic Planning,
Managing Emerging
Science Management •Senior Scientist Technologies, and
Applications, Inc. Consultancy Strategic Decision Support
and Knowledge
Management Systems.
U.S. Army United States •Captain, Military
His main research
Military Intelligence interests are in the areas
Branch of organizational strategy,
decision theory,
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managerial decision
making, and risk
Donn Novotny

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION
Management POSITION
Consulting •Business
Execution Transformation
Education
Senior Partner / •Strategic
The Goal Institute Education Director Development
Coaching
Time-shared CFO •International
and COO for
Management expert on Supply
clients.
Consulting Chain strategies
Avraham Y. Execution •Sales & Marketing
Senior Partner
Goldratt Institute Education
Strategy
Education
Coaching •Organizational
University of Tenured Professor – Development
University
Notre Dame School of Business •Business Process
Value Creation
Large developer
South Bend Lathe and manufacturer
Vice President - •Operational
Operations Turnaround
of lathes – shop.

Wharton
University of University Professor Core Competence
Pennsylvania Problem Solving
Process 21
Performance
Melissa Federico

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
Voice & Vision One of Boston's president •Business
leading boutique Transformation
brand development •20-year veteran of
firms.
marketing
communications and
branding in highly
IBM, Lotus, Viant, High Technology Vice President of competitive
C-bridge, Any Day Companies Publicly Marketing and Brand environments.
(now Palm), traded Development •Expertise includes
IPOs, M&A, strategic
Deploy Solutions, High Technology Product Development business planning,
Symphony Marketing Companies that Manager market planning,
Solutions, Mobile Data are Private
Systems .
team building,
  packaging for
investors, and both
product and company
launches.
Core Competence:
• Problem Solving
• frontline B-to-B and 22
B-to-C brand
George E Hall III

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
Praxis Management Sr. Manager •Business
Management Consulting Firm Transformation
International focused on
Process
•Business & IT
Performance and Strategy
Execution for the •Organizational
Pharmaceutical &
Medical Device
Development
James Martin + Co Management
Industries. Sr. Engagement •Business Process
(Headstrong, Inc) Consulting & Manager Value Creation
Systems
Integration Firm •Portfolio Planning,
Management, &
C-bridge / eXcelon eBusiness Sr. Director PMO Execution
Corp Management Operations
Consulting Firm •ERP
Implementation
Oracle Corporation International Global Director of Management
Software Company Risk Management

PricewaterhouseC International Sr. Manager

oopers Audit, Tax, and Core Competence:
Advisory Services
Firm
Process
Performance 23
Enhancements.
Michael Clingan

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
The Claymore Strategic •Principal •Sales and Marketing
Group Marketing, Management (worldwide,
Transformative consultative and strategic
Sales Training, level sales)
Thinking Like a •Systems and Critical
Leader Programs Thinking
Innovation New Market •Managing •Turnarounds and Crises
Architects Offers, Change Partner and •Assessable speaker
Projects, Theory Founder •Unique facilitator
of Constraints
C-Bridge Executive •Chancellor and
Institute Change Mgmt VP
and IT training Core Competences
Lucas Varity, Electromechanic •VP of Sales and Strategic Marketing, Sales
Man Machine al Components, Marketing Management, High Tech,
Interface Sensors Theory of Constraints,
Otsuka Scientific and •Director of Sales Degrees in physics and
Electronics Medical literature
Instrumentation
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Robert Bolton

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
Fat Prophets Funds •Chairman •General Management
Australia Fund Management
Limited with value •Program / Project
based Management
investment
philosophy. •Business Model &
Real Capacity Mandate /
Turnaround •Director Development
Australian
Management
equities.
Consultancy •Operational Turnaround
& Enhancement
Price Management •Associate
Waterhouse Consultancy Director

Land Rover Management •Advisor

Core Competence:
Consultancy
Performance
Improvement in
Leighton Construction •Project manager
Resources, Financial
Company
Services and early
growth sectors
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Kerry L. Bush
PROFESSIONAL CAREER STRENGTHS
COMPANY DESCRIPTION POSITION
Hotsos, Oracle Database •VP of Consulting •Consulting Management
Enterprises Inc. performance •Acquiring and maintaining
www.Hotsos.com management technical talent
software and •C-Level problem
services resolution
Allen Systems Enterprise •Consulting
Group (ASG) Software and Manager
Services Core Competence
Cypress Document •Director World- Systems Performance
Software Management Wide Support Management in a variety
Systems and Consulting of Industries and
Services Environments
C-Bridge Custom Software •VP of Central
Solutions development Operations

Oracle Database •Practice Director

Corporation Software and
Services

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Tony Elkins
PROFESSIONAL CAREER STRENGTHS
COMPANY DESCRIPTION POSITION
•Over 20 years of global
Capgemini, US Consulting, Vice President
Strategy, Assessment,
LLC Technology and responsible for
Process, Technology,
Outsourcing client
Outsourcing and Project
Services relationships,
Engagement experience.
Publicly Traded practice
development and •Sales and Delivery of SAP
HQ: Paris, FR and Technology
Volkswagen of Global Vehicle engagement
•Executive
delivery/ engagements
America Manufacturer Director
•Manufacturing, High-Tech,
Professional
Automotive and Transport
Services
sectors.
eXcelon Corp. Software and •Associate Partner
Consulting nominated •Extensive C-level
Services interaction, go-to-market
management experience
Accenture Management •Associate Partner
including Sales
Consultancy nominated management

EDS / ATKearney Management and •Account Manager

IT Consultancy Core Competences
•Consulting
Manager - Complex Program
Governance
- Information Technology
Benefits
- SAP in Manufacturing
industries 27
- Service Oriented
Architecture
Francis Palattao

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
Research In Research In Motion •Software Testing •IT Consulting background
(RIM) is a leading
Motion designer, manufacturer Specialist •Involved in High Profile
and marketer of Projects that generate
innovative wireless
solutions for the High Revenue for Firm.
worldwide mobile •Development and Quality
communications market.
Assurance Lead
Royal Bank of RBC provides personal and
commercial banking,
•Project QA Lead
Canada wealth management
Core Competence
services, insurance,
corporate, investment
banking and transaction
IT Enterprise Consultant
processing services on a
global basis

Exchange Exchange Solutions Inc.

(ESI) designs and hosts
•Technical
Solutions innovative buyer-seller Solutions
collaboration capabilities.
Architect
BearingPoint Management and •Senior
Technology Consultant
Consultants

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Arpita Kapale

PROFESSIONAL CAREER STRENGTHS

COMPANY DESCRIPTION POSITION
Nationwide One of the largest •Audit Specialist • Assurance/Advisory
insurance and financial
Insurance Mutual services companies in the Services background
world with over $160 B in
Company Assets providing full range
•Involved with various
of insurance products and systems and process
financial services for
consumer needs. improvement projects
•Financial
LimitedBrands Represents building a •Senior Accounting/Reporting
family of the world's best
fashion brands offering Accountant background, including
captivating customer
experiences with retail
international reporting.
stores across six brands.

Amcor PET Multinational packaging

leader in innovative
•International Core Competence
Packaging packaging solutions. Reporting (IFRS) Problem Solving
Senior Analyst Process Performance
Pricewaterhouse Global assurance •Senior Associate Enhancements
and advisory firm
Coopers providing business
solutions and
consulting services.

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In Conclusion
We are committed …
by doing all assignments ourselves
as venture catalyst & advisors with reputable competencies in
business and management
by additional temporary management support
as project managers, project advisors, project coordinators
as members of advisory boards with certain responsibilities for
business areas
as advisors of management boards
by utilizing the extensive ARV & City Capital network.
Alex Rogo Ventures is working with you jointly in an
entrepreneurial manner for accomplishing your
objectives. We expand markets, retain customers and
improve operations.
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 ALEX ROGO VENTURES LLC
CITY CAPITAL ADVISORS LLC

228 W. Lincoln Highway 444 North Michigan

Suite 201 Avenue
Schererville, IN USA 46375 Suite 3200
Tel: (219) 865-9459 Chicago, IL 60611
Fax: (888) 824-5618 Tel: (312) 494-9800
Fax: (312) 494-9885
WWW.ALEXROGOVENTURES.COM
WWW.CITY-CAP.COM